Administrative Assistant
Joe is an Administrative Assistant at AQuest Wealth Strategies, where he supports the advisory team with daily operations while training to become a Financial Planner. He earned his Bachelor of Business Administration with a major in Financial Planning from Rochester Christian University’s Van Duyn School of Financial Planning, after beginning his studies at Wayne State University. Along with his degree, Joseph has completed the coursework required to sit for the CFP® exam and has passed the Securities Industry Essentials (SIE) exam, laying the groundwork for a successful career in wealth management.
Joseph enjoys meeting new people and building personal connections with clients. His role allows him to learn directly from experienced advisors while making sure clients feel supported every step of the way.
Outside the office, Joseph enjoys staying active—whether it’s in the gym or out for a walk with his one-year-old dog, Enzo, who keeps life full of energy. He values quality time with family and friends and likes to keep a balanced lifestyle that mixes professional growth with personal wellbeing.
Phone: 586-731-6020
Fax: 586-731-6160
Email: joe@aquestwealth.com
